Security National Trust’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $435K | Hold |
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|
2021
Q2 | $435K | Sell |
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|
2021
Q1 | $511K | Sell |
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|
2020
Q4 | $506K | Sell |
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|
2020
Q3 | $514K | Sell |
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|
2020
Q2 | $564K | Buy |
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|
2020
Q1 | $496K | Buy |
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|
2019
Q4 | $483K | Buy |
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|
2019
Q3 | $472K | Sell |
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|
2019
Q2 | $486K | Hold |
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|
2019
Q1 | $463K | Sell |
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|
2018
Q4 | $417K | Buy |
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|
2018
Q3 | $370K | Sell |
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|
2018
Q2 | $362K | Buy |
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|
2018
Q1 | $344K | Sell |
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|
2017
Q4 | $498K | Sell |
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|
2017
Q3 | $715K | Buy |
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|
2017
Q2 | $690K | Sell |
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|
2017
Q1 | $681K | Sell |
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|
2016
Q4 | $667K | Hold |
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|
2016
Q3 | $680K | Sell |
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|
2016
Q2 | $837K | Sell |
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|
2016
Q1 | $799K | Hold |
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|
2015
Q4 | $702K | Sell |
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|
2015
Q3 | $707K | Hold |
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|
2015
Q2 | $658K | Sell |
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|
2015
Q1 | $738K | Hold |
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|
2014
Q4 | $797K | Hold |
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|
2014
Q3 | $686K | Sell |
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|
2014
Q2 | $735K | Buy |
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|
2014
Q1 | $624K | Sell |
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|
2013
Q4 | $581K | Sell |
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|
2013
Q3 | $556K | Sell |
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|
2013
Q2 | $578K | Buy |
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